Estate Planning

Unfortunately estate planning is more complicated than most people think. It involves much more than simply having a Last Will and Testament in place. To ensure your wishes are carried out if you pass away or become incapacitated, you’ll need a comprehensive set of documents that work together toward the same goals – your goals.

At the Law Offices of Patrick J. Roth, we go beyond just preparing standard forms. For us, the process begins by learning about the people who will be affected by the documents. We’ll listen to you and your story, and once we have a complete picture of your family, your financial situation, and your wishes, we can advise you on ways to maintain control, reduce taxes, minimize costs, and otherwise protect your assets for your loved ones.

Our aim is to make the process as easy as possible for your loved ones if a tragedy strikes. We believe the key is customized estate planning solutions that consider multiple scenarios to create the most effective estate plan for you and your loved ones.

We have vast experience preparing estate plans of various sizes and clients throughout New York. As part of your plan, we will customize important documents, which can include: